Managing Member · Fiduciary Financial Group, LLC
Richard L. Davey
CRD 6009302 · Named on Form ADV at one SEC-registered adviser
At a glance
Fiduciary Financial Group, LLC, an SEC-registered wealth manager based in SAN Rafael, CA with $1.1 billion in regulatory assets, lists Richard L. Davey on its Form ADV as Managing Member, a control person.
Firms and roles
- Fiduciary Financial Group, LLCManaging MemberWealth manager · SAN Rafael, CA · $1.1B in regulatory assets
AtlasMembers
Richard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Trevor P. ScottoMember, Fiduciary Financial Group, LLC
- Christopher J. MooreChief Compliance Officer, Fiduciary Financial Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.